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Kohlberg Kravis Roberts & Co’s J.M. Smucker SJM Stock Holding History

Kohlberg Kravis Roberts & Co’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-9,531,868
Closed -$1.03B – 73
2015
Q2 		$1.03B Hold
9,531,868
– – 9.33% 4
2015
Q1 		$1.1B Buy
+9,531,868
New +$1.04B 11.44% 4

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCP
Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's SJM Position: Q3 2015 in Review

Kohlberg Kravis Roberts & Co sold out of J.M. Smucker (SJM) in Q3 2015, closing a stake of 9,531,868 shares — an estimated $1.03B sold.

Kohlberg Kravis Roberts & Co first reported a position in SJM in Q1 2015 and held it in 2 quarters. The position peaked at $1.1B in Q1 2015. 678 funds tracked by Wall St. Rank hold SJM as of Q3 2015.

  • Kohlberg Kravis Roberts & Co reported no remaining J.M. Smucker position as of Q3 2015 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 9,531,868 J.M. Smucker shares in Q3 2015, an estimated $1.03B.
  • Kohlberg Kravis Roberts & Co first reported a position in J.M. Smucker in Q1 2015 and held it in 2 quarters.
  • Kohlberg Kravis Roberts & Co's J.M. Smucker position peaked at $1.1B in Q1 2015.
  • 678 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2015.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q3 2015, filed 16 Nov 2015.